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Clarivate

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$3.08K -$11.3K -2,815 -80%
PLU
202
Performa Ltd (US)
South Carolina
$2.8K -$3.82K -948 -59%
HWM
203
Hemington Wealth Management
Virginia
$2K +$1.94K +482 +651%
S
204
Sachetta
Massachusetts
$1.57K +$1.47K +366 New
BTI
205
Blue Trust Inc
Georgia
$1.24K +$1.16K +288 New
BGAI
206
Bruce G. Allen Investments
Colorado
$1.07K +$999 +248 New
JWA
207
JFS Wealth Advisors
Pennsylvania
$817 +$761 +189 +18,900%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$774 -$443 -110 -38%
AssetMark Inc
209
AssetMark Inc
California
$645 +$604 +150 New
SC
210
SouthState Corp
Florida
$602 +$564 +140 New
EWA
211
EverSource Wealth Advisors
Alabama
$537 +$503 +125 New
KIM
212
Kestra Investment Management
Texas
$512 -$6.6K -1,638 -93%
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$465 +$379 +94 +671%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$448
RS
215
Rakuten Securities
Japan
$430
VFM
216
Vision Financial Markets
Connecticut
$430
FFO
217
Fortitude Family Office
Arizona
$430 +$403 +100 New
SIC
218
SJS Investment Consulting
Ohio
$280 +$262 +65 New
MCM
219
MV Capital Management
Maryland
$271 +$117 +29 +85%
KG
220
Kilter Group
New York
$207 +$193 +48 New
RWM
221
Rialto Wealth Management
New York
$172 +$161 +40 New
HIA
222
HFM Investment Advisors
New Jersey
$168 +$149 +37 +1,850%
BHWM
223
Bay Harbor Wealth Management
Maryland
$129 +$121 +30 New
FFA
224
Farther Finance Advisors
California
$116 +$109 +27 New
TWD
225
True Wealth Design
Ohio
$91 -$117 -29 -58%